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8055 East Tuffs Avenue, Suite 1290
Denver, CO 80237-2835
Telephone 303.771.1040
Facsimile 303.770.1120
E-mail

Our Staff

It is not just professionalism and expertise that set our staff apart. They also have a strong commitment to the quality of their work, and to the clients they serve.

David J. Lippa, CPA, CFP, President/Shareholder Lippa & Associates, P.C.

Educational Background:
Bachelor of Arts, College of Letters and Arts in Economics, University of Wisconsin, Madison
Bachelor of Science in Accounting, Metropolitan State College
Certified Financial Planner, College for Financial Planning
Certified QuickBooks Pro Advisor
Continuing Professional Education, averaging in excess of forty hours per year for the past twenty seven years.

David has been in practice for more than twenty-seven years. His experience includes time spent with an international accounting firm, Arthur Young to managing a small local firm. He understands the complexities and issues that affect the small business from an independent, as well as the "inside" prospective.

He has provided the following services to varied clients:

Income tax preparation and planning for:

Corporations Individuals
Partnerships Non-Profit Organizations
Estates Employee Benefit Plans
Trusts Expert Witness
Limited Liability Companies

Personal & Business Financial Planning Investment Analysis
Estate Planning Compensation Planning
Retirement Planning Computer Software Consulting
Business Valuations Insurance Loss Claims
Family Affairs Management and Record Keeping

Professional Activities:

Member of the American Institute of Certified Public Accountants, a member of the tax division, the Colorado Society of Certified Public Accountants and the International Board of Certified Financial Planners.

David has served as chairman and board member of Arapahoe Advocates for Children and as a volunteer in their CASA program. He has also been actively involved with Littleton Hockey Association, Littleton Recreation District and the Apache Baseball League. Additionally, he has previously held Board and volunteer positions with the Jewish Family Children Service of Colorado, the Allied Jewish Federation, and Arapahoe Lake and Stoney Brook Homeowners Associations.
 


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